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25+ years
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Track record managing alternative investments
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United States, Institutional
Change
Featured insight
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Mid-year Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Article
2024-06-30
URL References
Related Insights
Alternative investment research
Find the latest market insights and thought leadership from our alternative investment professionals.
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of
Insights Posts
Growth efficiency: The new venture capital regime
Frederik Groce, Deal Lead for Wellington Access Ventures, explores how the 'growth-at-any-cost' venture capital regime has shifted to a focus on growth efficiency, highlighting two key metrics for companies to keep top of mind.
Article
2024-11-30
Macro implications of the AI revolution: is the market right?
Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.
Article
2024-11-30
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Video
2024-10-31
Supporting the next generation of entrepreneurs
We highlight how Wellington Access Ventures, our early-stage VC platform, partners with historically underrepresented founders and offers the capital, resources, and networks that these companies have historically lacked.
Article
2024-05-31
Liability-hedging diversifiers: What’s on your pension’s playlist?
Corporate pensions moving closer to their end state may benefit from more diversified liability-hedging allocations. To help, LDI Team Chair Amy Trainor offers a liability-hedging diversifiers “playlist” — a set of asset classes and strategies that may harmonize well with a variety of objectives, from downside mitigation to long-term outperformance versus long corporate bonds.
Whitepaper
2024-10-31
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Article
2024-10-31
Private investing portfolio company interview with RayzeBio CEO Ken Song
Dr. Ken Song, President and CEO of RayzeBio, discusses the company’s innovative approach to radiopharmaceuticals and highlights how Wellington’s public and private investment expertise is distinctive in the health care space.
Video
2024-09-30
Why climate change matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Continue reading
Article
2024-10-31
Private equity deep dive
We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.
Article
2024-10-31
Long/short investing in European equities' growing dispersion
We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.
Article
2024-09-30
More from the core: How fundamental extension (140/40) strategies could help
Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.
Whitepaper
2024-06-30
Financials amid rising dispersion
We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.
Article
2024-09-30
URL References
Related Insights
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USD 25 B+
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Alternatives assets managed firmwide
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1100+
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Clients in our alternative investment approaches
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All figures as of 30 June 2023. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.
THE ALTERNATIVES EDGE
We help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. How?
Research
Research is a respected career path — not a stepping-stone — giving clients access to the deep knowledge and differentiated insights of a highly experienced team.
People
Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.
Platform
We offer a range of alternative investments, from long/short equity and credit to global multi-strategy and private equity, as well as custom solutions.
Scale
As one of the world’s largest independent investment managers, our scale and resources help makes us an innovative, collaborative partner to our clients.
People
Meet some of the dedicated members of our experienced alternatives team.
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Mark Sullivan
, CFA, CMT
- Head, Hedge Fund Group
- Mark is responsible for driving the long-term investment performance of the firm’s hedge fund strategies. He is also the team leader for our Global Macro Team.
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Michael Carmen
- Co-Head, Private Investments
- Michael co-leads our private investment business and manages our diversified late-stage growth equity business that invests across technology, consumer, healthcare, and financial services.
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Shanna O'Reilly
- Co-Head, Private Investments
- Shanna helps lead the expansion and oversight of the firm’s private investment business. She previously served as COO of Wellington Alternative Investments.
Platform
See the breadth of styles, sectors, and strategies in our alternative investment platform.
Long/short equity strategies
Seek to limit volatility of equity exposure
- Long/short equity
- Long/short sector (e.g. financial services, health care, technology)
- Multi-strategy
Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles
- Macro
- Global relative value
- Long/short credit
Private Equity
Seek capital appreciation through investments in private late-stage growth companies in multiple sectors
Our investment universe includes:
- Consumer
- Technology
- Health care
- Financial services
- Biotechnology
Multi-Asset Strategies
Target specific return and risk objectives
- Alternative risk premia
- Managed risk
- Absolute return
- Portable alpha
This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
Scale
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
Questions? Contact us
For more information on our Alternative's capabilities, fill out the form below to continue the conversation with a member of Wellington's client group.
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